FIRST TR EXCHANGE TRADED FD's ticker is FXD and the CUSIP is 33734X101. A total of 166 filers reported holding FIRST TR EXCHANGE TRADED FD in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $157,371 | +237.3% | 3,085 | +265.1% | 0.07% | +283.3% |
| Q2 2023 | $46,652 | +8.9% | 845 | 0.0% | 0.02% | -14.3% |
| Q1 2023 | $42,858 | -69.1% | 845 | -70.6% | 0.02% | -67.2% |
| Q4 2022 | $138,555 | +11.7% | 2,876 | 0.0% | 0.06% | +1.6% |
| Q3 2022 | $124,000 | -20.5% | 2,876 | -17.6% | 0.06% | -20.3% |
| Q2 2022 | $156,000 | -17.9% | 3,490 | +0.1% | 0.08% | -6.0% |
| Q1 2022 | $190,000 | -8.7% | 3,487 | +3.9% | 0.08% | 0.0% |
| Q4 2021 | $208,000 | +6.1% | 3,357 | +1.2% | 0.08% | -8.7% |
| Q3 2021 | $196,000 | +5.4% | 3,318 | +7.2% | 0.09% | +8.2% |
| Q2 2021 | $186,000 | -6.1% | 3,095 | -7.0% | 0.08% | -13.3% |
| Q1 2021 | $198,000 | +360.5% | 3,328 | +293.8% | 0.10% | +308.3% |
| Q4 2020 | $43,000 | +13.2% | 845 | 0.0% | 0.02% | +4.3% |
| Q3 2020 | $38,000 | – | 845 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| O'Dell Group, LLC | 199,527 | $10,152,000 | 3.95% |
| Financial Enhancement Group LLC | 291,407 | $14,827,000 | 3.15% |
| NewSquare Capital LLC | 409,836 | $20,852,000 | 2.92% |
| Transamerica Financial Advisors, Inc. | 1,691 | $87,000 | 1.80% |
| Gateway Advisory, LLC | 144,969 | $7,376,000 | 1.60% |
| MinichMacGregor Wealth Management, LLC | 75,204 | $3,826,000 | 1.56% |
| Secure Asset Management, LLC | 48,915 | $2,489,000 | 1.47% |
| DB Wealth Management Group, LLC | 29,905 | $1,522,000 | 1.12% |
| Virtue Capital Management, LLC | 74,394 | $3,785,000 | 0.93% |
| TriaGen Wealth Management LLC | 30,943 | $1,574,000 | 0.92% |